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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,558 | $76,407-75.7% | $150,298-87.7% | $82,448-77.5% |
| Participation rate | 46.7% | 66.4%-19.7pp | 77.8%-31.1pp | 68.1%-21.4pp |
| Annual return | 7.71% | 39.99%-32.3pp | 62.79%-55.1pp | 41.64%-33.9pp |
| Employer contribution / active EE | $266 | $2,614-89.8% | $4,154-93.6% | $2,551-89.6% |
| Participant deferral / active EE | $1,019 | $3,214-68.3% | $5,453-81.3% | $4,139-75.4% |
| Admin fee / account holder | $9,069 | $6,352+42.8% | $14,116-35.8% | $7,234+25.4% |